大越匡洋：美国新的《国家安全战略》对中国相关军事性威胁的描述很少，而且提出希望与俄罗斯重建 战略稳定。而反手一刀砍向的是欧洲，称"完全无法明确欧洲能否继续成为可靠的盟友"…… 大越匡洋： 特朗普政府在第二任期首次制定的外交与安全保障政策指针《国家安全战略（NSS）》将 重点放在其视为势力范围的西半球。体现这种理念的表述就是"对门罗主义的'特朗普推论（Trump Corollary）'"。 8年前，第一届特朗普政府在《国家安全战略》中提出了"大国竞争回归"的时代观点，并将中国和俄罗 斯视为与美国存在竞争的主要国家。 此次的《国家安全战略》将印度太平洋地区视为"主要的经济和地缘政治战场"，同时写明将坚持政策， 不支持单方面改变台湾海峡现状。但对中国相关军事性威胁的描述很少，而且提出希望与俄罗斯重建战 略稳定。 《国家安全战略》这样解释"特朗普推论"："拒绝半球外的竞争者在我们这一半球部署军队或其他构成 威胁的能力，或拥有、控制具有战略重要性的资产"。美国国防部副部长科尔比直言："这是常识"。 此事早有预兆。白宫曾于12月2日在《国家安全战略》发布前，借门罗主义纪念日发表声明，提出"特朗 普推论"这一概念，宣称要" ...

据参考消息援引路透社12月9日报道，美国总统特朗普的最高国家安全顾问们9日向国会议员做简报，介绍其政府打击怀疑是委内 瑞拉毒贩的行动。而特朗普总统则暗示，他可能会将美国的军事行动扩大至墨西哥和哥伦比亚。 报道说，由于国会议员们强烈要求了解更多信息，国务卿鲁比奥、国防部长赫格塞思、美军参谋长联席会议主席丹尼尔·凯恩和中 央情报局局长约翰·拉特克利夫等组成国会的"八人组"举行了一次秘密简报会。这八人组代表了情报委员会以及参众两院的民主党 和共和党领导人。 民主党人听完简报后表示不满。参议院民主党领袖、来自纽约州的查克·舒默在简报会后对记者说："我问他们的战略是什么，他 们在做什么，但我又一次没有得到令人满意的答案。" 大多数共和党人除了说仍要研究这些问题外，拒绝发表评论。 特朗普8日在接受美国《政治报》网站采访时表示，他可能会将打击毒品的军事行动范围扩大到墨西哥和哥伦比亚，还暗示可能 在委内瑞拉开展陆上行动。 另据央视新闻，当地时间9日中午，两架美国F-18战机进入委内瑞拉领空。 据悉，美军战机距离委内瑞拉第二大城市马拉开波东北不到100英里（约161公里），在委领空内停留了至少40分钟，高度约为2.5 万英尺（ ...

上周五，现货黄金呈现出典型的冲高回落走势，一度飙升至4260美元关口附近，但随后快速转跌，尾盘收报4196.03美元，回落至4200美元关口下方。今 日欧市盘中，黄金小幅上涨，目前在4206美元附近徘徊。 最关键的一周来了！ 上周，美股三大股指集体收涨，截至收盘，道指涨0.5%，标普500指数涨0.31%，纳指涨0.91%。 12月的市场以一种"久违的乐观"开场，但真正的分水岭在本周。 展望本周，投资者将关注美联储公布利率决议。 美联储公布利率决议会议将于12月9日至10日举行，利率决议结果将于北京时间2025年12月11日凌晨3:00公布。 FOMC预计将指标隔夜利率区间下调25个基点至3.50%-3.75%。然而，真正推动市场走势的将是决议声明、点阵图和鲍威尔表态。 关于这次会议，有三个"不一样"。 第一，这次会议可能罕见出现三张或以上的"反对票"，暴露美联储的内部分歧。 第二，鲍威尔很可能被迫给出"鹰式降息"，发出谨慎、条件依赖的信号。声明与鲍威尔的讲话语气，将决定接下来两个月市场是 "稳中走高" 还是 "震 荡、不确定"。 第三，市场是否还听鲍威尔的存疑，因为特朗普暗示了下任联储主席人选，预计在下周美 ...

Core Points - The new U.S. National Security Strategy report emphasizes prioritizing the Western Hemisphere and critiques Europe while downplaying the threat of terrorism [1] - The report introduces the "Trump Doctrine" as a modern version of the Monroe Doctrine, asserting U.S. intervention rights in Latin America [1] - The report indicates a shift in U.S. military presence globally, reducing resources in areas deemed less critical to national security [1][2] Group 1: U.S. National Security Strategy - The report outlines a focus on the Western Hemisphere as a frontline for U.S. border security and geopolitical competition [1] - It aims to prevent large-scale immigration, combat drug trafficking, and counter foreign adversaries in Latin America [1] - Analysts suggest this will lead to increased U.S. investment in intelligence, military, and economic strategies in the region [1] Group 2: Global Military Presence - The report calls for a reallocation of military resources away from regions of declining importance, such as Europe, the Middle East, and Africa [1] - It emphasizes the need for allies to take on more defense responsibilities and aims to avoid costly "forever wars" [1] - The report also seeks to rebuild the U.S. defense industrial base and enhance economic security as a foundation for national security [1] Group 3: Anti-Immigration and Globalization Stance - The report reflects a strong anti-immigration sentiment, attributing many global challenges to immigration issues [1] - It criticizes European policies and warns of a "civilizational decline" due to immigration and economic stagnation [1] - The report indicates a shift in U.S. foreign policy to a more inward-looking and selective engagement based on national interests [2]

Core Viewpoint - The new U.S. National Security Strategy emphasizes prioritizing the Western Hemisphere, critiques Europe, downplays the threat of terrorism, and aims to rebalance external commitments with internal capabilities [1][2]. Group 1: U.S. Intervention in Latin America - The report introduces the "Trump Doctrine" as a modern version of the Monroe Doctrine, asserting U.S. intervention rights in Latin America to maintain its dominance [1][2]. - Key objectives include preventing mass immigration, using lethal force against drug cartels if necessary, and ensuring U.S. access to strategic locations in the region [1][2]. Group 2: Global Military Presence Adjustment - The report indicates a shift in U.S. military resources away from regions deemed less critical to national security, particularly Europe, the Middle East, and Africa [4][5]. - The strategy aims to reduce the global security burden by encouraging allies to take on more defense responsibilities and avoiding costly prolonged conflicts [5]. Group 3: Economic and Industrial Focus - The report highlights the importance of economic security as a foundation for national security, advocating for U.S. leadership in key technological fields and a robust defense industrial base [5]. - It calls for expanding access to critical minerals and maintaining dominance in energy and finance to support long-term economic and technological advantages [5]. Group 4: Anti-Immigration and Anti-Globalization Stance - The strategy reflects a vision of "America First," characterized by anti-immigration and anti-globalization sentiments, blaming immigration for various global challenges [7]. - The report warns of a "civilizational decline" in Europe due to immigration policies and economic stagnation, positioning the U.S. as a corrective force [7]. Group 5: U.S.-Russia Relations and Global Power Dynamics - The report expresses a desire to stabilize relations with Russia while criticizing European efforts to resolve the Ukraine crisis [5][8]. - It emphasizes that the U.S. must prevent any nation from becoming too powerful to threaten American interests, reinforcing a power-centric view of international relations [8].

Core Viewpoint - The new National Security Strategy under the Trump administration marks a significant shift from pursuing global hegemony to prioritizing U.S. interests, particularly in Latin America, while criticizing European allies for their declining economic influence and potential demographic changes [2][6][11]. Summary by Sections U.S. Foreign Policy Shift - The document emphasizes "America First" as the guiding principle, abandoning the decades-long pursuit of global dominance, which is deemed destined to fail [6][7]. - It states that the era of the U.S. supporting the global order is over, and the focus will be on preventing other major powers from gaining dominance without extensive military engagement [6][7]. Focus on Latin America - The strategy aims to restore U.S. hegemony in the Western Hemisphere, addressing issues like immigration and drug trafficking, and reasserting the Monroe Doctrine [7][9]. - The U.S. will adjust its military presence globally, withdrawing from regions deemed less critical to national security, while increasing the Coast Guard and Navy's deployment in the Western Hemisphere [7][9]. Critique of Europe - The strategy presents an unprecedented confrontational stance towards Europe, highlighting a decline in Europe's share of global GDP from 25% in 1990 to 14% today, and warns of a potential "civilizational extinction" [11][12]. - It raises concerns about the demographic shifts in NATO countries and questions the future of U.S.-European alliances [11][12]. Response to Ukraine Conflict - The document states that the U.S. core interest is to quickly end hostilities in Ukraine and rebuild strategic stability with Russia, while criticizing European officials for obstructing U.S. efforts to resolve the conflict [12][12]. Military and Economic Strategy - The strategy calls for increased R&D investment to maintain U.S. superiority in advanced military technologies, focusing on areas like underwater, space, nuclear technology, artificial intelligence, and quantum computing [14][15]. - It indicates a shift in U.S.-China relations towards a more reciprocal economic relationship, while deemphasizing the Middle East in U.S. foreign policy priorities due to the U.S. becoming an energy net exporter [15][15]. Comparison with Previous Strategies - The new strategy represents a significant departure from the Biden administration's 2022 National Security Strategy, which focused on strategic competition with China and Russia, domestic industrial policy, and climate change as a national security challenge [17][17].

Core Viewpoint - The U.S. National Security Strategy report emphasizes prioritizing the Western Hemisphere, criticizing Europe, downplaying terrorism threats, and aiming for a balance between external commitments and internal capabilities [1][2]. Group 1: Monroe Doctrine and Intervention in Latin America - The report introduces the "Trump Doctrine" as a modern version of the Monroe Doctrine, asserting U.S. dominance in the Western Hemisphere [1]. - It outlines objectives such as preventing mass immigration, using lethal force against drug cartels, and ensuring U.S. access to strategic locations in Latin America [1][2]. - Analysts suggest this indicates a significant increase in U.S. resources allocated to intelligence, military, law enforcement, and economic strategies in Latin America [2]. Group 2: Global Military Presence Adjustment - The report calls for a "reallocation" of U.S. military resources, reducing presence in regions deemed less critical to national security [3]. - Experts interpret this as a decline in the importance of Europe, the Middle East, and Africa in U.S. foreign policy [3]. Group 3: Strategic Military and Economic Goals - The report aims to alleviate global security burdens by encouraging allies to take on more defense responsibilities and avoiding costly "forever wars" [4]. - It emphasizes the need to rebuild the U.S. defense industrial base and maintain dominance in key technological fields [5]. - The report also highlights the end of the era where the Middle East dominated U.S. foreign policy, although skepticism remains about the actual shift in focus [5]. Group 4: Anti-Immigration and Anti-Globalization Stance - The report reflects a vision of global order based on "America First," characterized by anti-immigration and anti-globalization sentiments [6]. - It attributes many global challenges to immigration, asserting that large-scale immigration undermines traditional powers' cultural and economic dominance [6]. - The report contains strong criticisms of Europe, warning of severe consequences due to immigration policies and economic stagnation [6]. Group 5: Power Dynamics and Global Influence - The report indicates a more inward-looking and narrow view of U.S. security, while simultaneously asserting that no country should become too powerful to threaten U.S. interests [7]. - It continues to advocate for a strong power logic in international relations, emphasizing that great powers have significant influence [7]. - The report has been described as an attempt to impose the President's worldview selectively on the global stage [7].

华盛顿正式将国家安全政策重心转向西半球，标志着特朗普政府在全球战略布局上的重大调整。 据新华社，美国白宫4日深夜发布美国国家安全战略报告，全面阐述美国总统特朗普今年1月重返白宫后 的"美国优先"外交政策，聚焦美国"核心国家利益"，重新调整美国全球安全优先事项。 "我们还将阻止对手在我们的半球部署军队或其他威胁性能力。" 反贩毒行动引发争议 Hegseth本周因启动美国反贩运行动的双重打击的合法性而卷入争议。他为这些打击行动辩护，称其"是 为了威慑和捍卫我们国家在该半球的利益，对抗其他威胁"。 目前美国在加勒比地区部署了最大规模的军舰编队，超过12艘舰艇和14000多名士兵。华盛顿已在加勒 比海和东太平洋对涉嫌毒品走私船只实施22次打击，造成至少87人死亡，同时还在考虑对委内瑞拉领土 进行攻击。 门罗主义回归成为战略核心 Hegseth在演讲中强调，国防部准备确保"美国军事和商业通道畅通，包括巴拿马运河、加勒比海、美洲 湾、北极和格陵兰等关键地带"。他表示要"恢复美国在西半球的军事主导地位"。 这位防长强调美国的邻国"也必须尽到自己的责任"。他表示墨西哥在这方面取得了进展，但美国希望看 到更快的行动。Hegse ...

每经编辑｜段炼 美国白宫于当地时间4日晚发布特朗普政府的新版《国家安全战略》。这份文件共33页，阐述本届美国政府对其外交政策的调整。 根据这份文件，本届美国政府将放弃此前追求全球霸权的理念，转而加强在拉丁美洲的主导地位。文件还猛烈抨击欧洲盟友，警告欧洲面临"文明消亡"的 风险，要继续做美国的可靠盟友就必须改弦更张。 对于该份新国家安全战略，有分析认为，该战略将拉丁美洲提升至美国议程的首位，这与美国长期呼吁的将重点放在亚洲的做法，截然不同。据参考消息 援引法新社报道，这份旨在阐述特朗普打破常规的"美国优先"世界观的国家安全文件，标志着美国长期倡导的"重返亚洲"战略出现重大转向。 放弃全球霸权 全力贯彻"美国优先" 《国家安全战略》是历届美国政府都会发布的重要文件，将阐述其总体战略重点，内容涵盖经济领域、对盟友与对手的应对以及军事态势等各个方面。因 此，特朗普第二任期的这份文件备受外界关注。 文件在开头就直言不讳地表示，特朗普政府所做的每一件事，都在将"美国优先"奉为圭臬。 文件称，本届美国政府放弃数十年来追求全球霸权的理念，称其"注定失败"。 "美国像阿特拉斯（古希腊神话中支撑苍穹的神）一样支撑整个世界秩序的时 ...

美国白宫于当地时间4日晚发布特朗普政府的新版《国家安全战略》。这份文件共33页，阐述本届美国政府对其外交政策的调整。 00:00 / 00:00 倍速 据悉，该战略的核心是美国重新调整美国在西半球的军事存在，以应对移民、"毒品走私"等。文件概述了美国在该地区扩大海岸警卫队和海 军存在以及部署兵力，从而确保边境安全并打击"贩毒"集团，包括在必要时使用致命武力。该战略称，这是提出并实施针对门罗主义的所 谓"特朗普推论"。 "门罗主义"最早于1823年由时任美国总统门罗提出，名义上宣称"美洲是美洲人的美洲"，实质是为美国独霸美洲、推行强权政治开路，迫 使拉美国家按美国意志行事。 该战略还称，俄乌冲突产生了适得其反的效果，加剧了欧洲的对外依赖。 战略称，在俄乌冲突之下，欧洲与俄罗斯的关系恶化，很多欧洲人将 俄罗斯视为外部威胁。分析指出，战略同时指责欧洲官员阻挠美国支持结束俄乌冲突的努力。 另外，这份美国新国家安全战略称，自1979年以来，中美两国最初建立在一方为成熟富裕经济体、一方为全球最贫困国家之一的关系格 局，如今已经演变为近乎对等的关系。 战略还称，美国将调整与中国的经济关系，以互惠平等为原则，重振美国经济自主 ...